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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,979 | $165,399+16.1% | $149,745+28.2% | $158,982+20.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.46% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $10,053 | $5,105+96.9% | $4,646+116.4% | $4,763+111.1% |
| Participant deferral / active EE | $374 | $7,183-94.8% | $6,843-94.5% | $5,983-93.7% |
| Admin fee / account holder | $1,094 | $10,811-89.9% | $9,312-88.3% | $11,252-90.3% |